Filed March 4, 2026

Serial No. 99683066

Examining Attorney JAMES J CARUSO

Class Software as a service (SAAS) services featuring software for managing a financial and investment information database by aggregating, importing, and organizing financial and investment data from third-party sources and data files uploaded by users; providing temporary use of online non-downloadable software for financial portfolio monitoring; providing temporary use of online non-downloadable software for analyzing financial investment portfolios; providing temporary use of online non-downloadable software for tracking personal net worth; providing temporary use of online non-downloadable software for generating visualizations of financial data; providing temporary use of online non-downloadable software for modeling financial investment scenarios; providing temporary use of online non-downloadable software that integrates with artificial intelligence models for generating analytics from investment data; all of the foregoing software services being in the field of investment portfolio and personal net worth information for use by individual investors and financial professionals serving individual investors; none of the foregoing software services being for information technology asset management, information technology security, cybersecurity, or detecting or searching for vulnerabilities in information technology resources; none of the foregoing software services being for e-commerce, online retail, online shopping, or providing Internet search engines; and none of the foregoing software services being for automating hotel, hospitality, or real estate asset management functions; 100; 101

Case Type Service mark